Small Business Dictionary

Certified Financial Planner (CFP)

A Certified Financial Planner (CFP) refers to a professional title earned from the Certified Financial Planner Board of Standards, Inc. Becoming a Certified Financial Planner (CFP) requires extensive training, competency, relevant experience, taking specific courses in financial planning, taxes, insurance, estate planning and retirement, passing a comprehensive exam, and adherence to a strict code of ethics.